We offer several fee-based asset management programs.
Some clients choose our in-house management program. In this program, investments are made in top performing no-load mutual funds based on the client’s risk and return expectations. By using no-load funds, assets can be repositioned at little or no cost. Other clients prefer the services of a larger money management company. Among the available turnkey programs are CLS Management, Morningstar Managed, ITS Investments, EquisCapital and Portfolio Strategies. From compliance guidance and advisory agreements, to research and Internet-based performance reporting, our fee-based programs are cutting edge. More detailed information on each of these programs is provided below.
Advisory Services
Among the available turnkey programs are CLS Management, Morningstar Managed, , EquisCapital and Portfolio Strategies, just to name a few. From compliance guidance and advisory agreements, to research and Internet-based performance reporting, our fee-based programs are cutting edge.
Investment Advisory
CLS Investment Firm, LLC
CLS Investment Firm, LLC is an SEC registered investment advisor with eighteen years of experience managing success. CLS is one of the largest third party money managers in the United States, managing several billion dollars for tens of thousands of clients. CLS uses a unique money management methodology known as Adaptive Risk Allocation. They manage mutual funds, variable annuities, exchange traded funds and individual stocks and bonds.
Morningstar
Morningstar Managed Portfolios offer all the benefits of a sophisticated investment solution: disciplined asset allocation, objective research, access to a wide array of mutual funds, stocks and ETF’s, along with proactive portfolio management. To give investors a range of options, we offer a broad suite of Asset Allocation portfolios. Each of these portfolios hews to a distinct strategic asset allocation, which dictates a mix of stocks, bonds, and other asset classes. These variations allow us to target specified risk/reward profiles. For more information, take a look at each of the strategies below.
ITS Asset Management, L.P.
ITS is an independent Registered Investment Advisor federally regulated by the SEC. Since 1970, we have provided professional portfolio management services to investors who have sought a disciplined and active approach for their investments. ITS currently serves thousands of clients, including individuals, businesses, trusts, and retirement plans, through a national network of independent financial professionals.
Equis Capital
Our state of the art proposals are based on each client's individual needs, goals, and risk preferences. The implications of modern portfolio theory and robust empirical results combine to influence the investments recommended to every client. The proposal document clearly demonstrates the logic behind our recommendations and is designed to help investors stay the course when tempted to stray.
Clients receive deeply diversified asset allocations typically comprised of up to 20 SMA and ETF portfolios that span the asset classes, equity styles, and foreign markets. The combination of portfolios is completely customizable by the clients and advisor, though Eqis Capital provides recommended allocations based on the clients individual needs, goals, and risk tolerance.
Clients whose assets are managed in separate accounts own equities directly so they can utilize customized tax strategies, such as tax loss harvesting, to increase after tax returns.
Our online reporting system was designed specifically to complement our investing philosophy and discipline. Clients are provided detailed household, account, and portfolio level data in an intuitive interface. The information clearly displays each client's situation to eliminate uncertainty regarding progress toward their goals.
Portfolio Strategies
Portfolio Strategies Inc has been providing dynamic asset management strategies for more than 25 years. Since our formation in 1982 the firm has grown to manage assets for individuals, endowments, foundations, and corporations. PSI specializes in tactical strategies, with the goal of protecting assets in bear markets and adding value in bull markets. It is our position that safeguarding against losses has a bigger impact over time than just capturing gains. We invite you to discover the difference that professional money management makes. Our approach to managing money begins with actively managing exposure to risk.